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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,403 | $85,766-75.0% | $136,298-84.3% | $70,126-69.5% |
| Participation rate | 69.4% | 74.2%-4.7pp | 81.9%-12.5pp | 69.5%-0.1pp |
| Annual return | 25.04% | 31.46%-6.4pp | 5156.27%-5131.2pp | 73.15%-48.1pp |
| Employer contribution / active EE | $2,221 | $2,966-25.1% | $4,696-52.7% | $2,343-5.2% |
| Participant deferral / active EE | $4,540 | $5,051-10.1% | $6,247-27.3% | $3,332+36.3% |
| Admin fee / account holder | $161 | $5,421-97.0% | $9,244-98.3% | $4,645-96.5% |